# SIMPLIFY EXCHANGE TRADED FUN INTMD TERM TRSRY

SIMPLIFY EXCHANGE TRADED FUN INTMD TERM TRSRY is a security (CUSIP 82889N798) tracked across SEC portfolio filings. 37 institutional managers reported $43.9M on Form 13F as of 2026-06-30.

## Summary

- Issuer: SIMPLIFY EXCHANGE TRADED FUN
- Class: INTMD TERM TRSRY
- CUSIP: 82889N798
- 13F holders: 37
- 13F value: $43.9M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 37 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [True Wealth Design, LLC](https://search.stillhousedata.com/firm/143194) | AKRON, OH | $19.0M | 1,490,531 |
| Heck Capital Advisors, LLC | Rhinelander, WI | $4.9M | 384,111 |
| [Magnolia Private Wealth, LLC](https://search.stillhousedata.com/firm/324102) | PHILADELPHIA, PA | $4.6M | 481,039 |
| [STAPP WEALTH MANAGEMENT, PLLC](https://search.stillhousedata.com/firm/116553) | OLYMPIA, WA | $2.8M | 217,408 |
| [Mid-American Wealth Advisory Group, Inc.](https://search.stillhousedata.com/firm/301621) | KANSAS CITY, MO | $2.5M | 198,552 |
| [AE Wealth Management LLC](https://search.stillhousedata.com/firm/282580) | TOPEKA, KS | $2.4M | 191,818 |
| [Continuum Advisory, LLC](https://search.stillhousedata.com/firm/283155) | EAGLE, ID | $2.2M | 173,093 |
| [Whalen Wealth Management Inc.](https://search.stillhousedata.com/firm/311869) | LAS VEGAS, NV | $837K | 63,740 |
| Hilltop Holdings Inc. | Dallas, TX | $766K | 58,318 |
| [Inspire Advisors, LLC](https://search.stillhousedata.com/firm/300279) | Meridian, ID | $721K | 54,918 |
| [PRIVATE CLIENT SERVICES, LLC](https://search.stillhousedata.com/firm/120222) | LOUISVILLE, KY | $691K | 54,090 |
| [CreativeOne Wealth, LLC](https://search.stillhousedata.com/firm/281213) | OVERLAND PARK, KS | $450K | 34,284 |
| [Great Lakes Retirement, Inc.](https://search.stillhousedata.com/firm/146608) | SANDUSKY, OH | $267K | 20,900 |
| [LANE BROTHERS & CO INC](https://search.stillhousedata.com/firm/105968) | PRESCOTT, AZ | $242K | 18,930 |
| [Rinkey Investments](https://search.stillhousedata.com/firm/149576) | San Diego, CA | $230K | 18,000 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/82889N798.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.